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Tradewinds LLC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Tradewinds LLC’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,762
Closed -$432K – 244
2025
Q2 		$432K Buy
+8,762
New +$429K 0.33% 58

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tradewinds LLC's LMBS Position: Q3 2025 in Review

Tradewinds LLC sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2025, closing a stake of 8,762 shares — an estimated $432K sold.

Tradewinds LLC first reported a position in LMBS in Q2 2025 and held it in 1 quarter. The position peaked at $432K in Q2 2025. 398 funds tracked by Wall St. Rank hold LMBS as of Q3 2025.

  • Tradewinds LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Tradewinds LLC sold 8,762 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2025, an estimated $432K.
  • Tradewinds LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2025 and held it in 1 quarter.
  • Tradewinds LLC's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $432K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.